Plan Ledger DOL Form 5500 · updated monthly

USIbroker

Benefits brokerage · plan year 2024 · page 29

Reported compensation · 2024
$364.3M

USI was paid $364,254,682 in commissions and fees across 5,862 employer benefit plans in 2024, as reported on Schedule A ($89,792,520 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 980 client planslost 889

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 20245,862
Zotefoams Inc. KY$34,691
Pioneer, LLC MD$34,641
Bystronic Inc. IL$34,616
Leppo, Inc. OH$34,552
Shiftkey, LLC TX$34,329
Teamlinx, Lllp CO$34,146
Fhg, Inc NC$33,397
Hm Clause, Inc. CA$33,173
Hopelink WA$33,002
Img USA, Inc. IL$32,894
Claritas LLC OH$32,836

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the USI brand.